TradeWinds WM

TradeWinds Asset Management, LLC Finance iPhoneiPadiPod touch

TradeWinds WM is a free Finance app for iPhone and iPad by TradeWinds Asset Management, LLC. Requires iOS 15.6. Updated February 7, 2026.

Price: Free; on the App Store
Size: 61 MB; Age 4+
Updated: Feb 7; 2026 · v5.22.1

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About TradeWinds WM

Welcome to the TradeWinds Wealth Management mobile app! This is the mobile version of our client portal and allows you to view account information, balances, reports, and easily contact your advisor.

What’s new

Version 5.22.1 · Updated February 7, 2026

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

App privacy

The developer, TradeWinds Asset Management, LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

Identifiers: Device ID
Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

App details

TradeWinds WM is a free Finance app for iPhone, iPad and iPod touch, developed by TradeWinds Asset Management, LLC. It requires iOS 15.6 or later and is 61 MB to download. It was first released on February 23, 2023 and last updated on February 7, 2026.

Category: Finance
Price: Free
Version: 5.22.1
Size: 61 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: February 23, 2023
Last updated: February 7, 2026
Developer: TradeWinds Asset Management, LLC

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Alternatives to TradeWinds WM

Looking for apps like TradeWinds WM? Here are 6 similar apps on the App Store. The highest rated is TW Digital (5.0/5), and all 6 are free to download.

TradeWinds WM vs. alternatives
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